See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,594 | $99,079-11.6% | $77,999+12.3% | $273,961-68.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.45% | 217.93%-213.5pp | 425.96%-421.5pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,219 | $3,308-63.1% | $2,470-50.7% | $4,869-75.0% |
| Participant deferral / active EE | $2,702 | $4,306-37.3% | $3,497-22.7% | $5,287-48.9% |
| Admin fee / account holder | $7,005 | $8,954-21.8% | $5,480+27.8% | $10,132-30.9% |